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Action Plans Reviews & Product Details

Action Plans Overview

What is Action Plans?

Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.

Action Plans Details
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Product Description

Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.


Seller Details
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,164 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389
Total Revenue (USD mm)
$21,252
Description

Salesforce is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Recent Action Plans Reviews

Jason H.
JH
Jason H.Small-Business (50 or fewer emp.)
5.0 out of 5
"Good package for the right business case"
Repeatable templates for consistent business processes
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Action Plans Media

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1 Action Plans Reviews

5.0 out of 5
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1 Action Plans Reviews
5.0 out of 5
1 Action Plans Reviews
5.0 out of 5
G2 reviews are authentic and verified.
Jason H.
JH
Senior Salesforce.com Consultant
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Action Plans?

Repeatable templates for consistent business processes Review collected by and hosted on G2.com.

What do you dislike about Action Plans?

Once created the tasks are not linked together, so you can't slip one task and others slip too. Can be a good thing, but just need to understand what it the package does and does not do. Review collected by and hosted on G2.com.

Recommendations to others considering Action Plans:

It is a good product to use as a starting point for your org. It is fairly narrow in its focus (all about tasks) and does not reschedule tasks, but if those are well understood and are not blockers, this is a great app. Great documentation on how to use it and install it. Love the export feature! Review collected by and hosted on G2.com.

What problems is Action Plans solving and how is that benefiting you?

Service a customer better over a period of time, where things may get forgotten. It really helps with account management functions for sales reps. Review collected by and hosted on G2.com.